RIA MARKET CENTRAL

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RBC Gains Two More First Republic Advisors in California

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Brian Addington and Theresa Allen managed a combined $555 million at the embattled First Republic.

DPL Offers Retirement Income Assessment Tool To Members

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The personality assessment tool zeroes in on clients' specific retirement income preferences.

Modern Wealth Management Buys $1.5B AUM Barber Financial Group

by FA Staff

In its first transaction, the firm founded by former United Capital execs has added offices in Detroit and the Kansas City metro area.

CAPTRUST Acquires Minnesota Firm With $770M In Assets

by FA Staff

QA Wealth Management doubles the presence of Raleigh, N.C.-based CAPTRUST in the Greater Minneapolis Area.

RIAs And Their Objections To Fee-Based Annuities

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Beyond commissions, there are other key reasons many RIAs still avoid annuities.

$2.3B First Republic Team In N.Y. Jumps To Rockefeller

by FA Staff

Liberty Wealth Partners is the second First Republic team to join Rockefeller Global Family Office in recent weeks.

LPL Wins Michigan RIA With $3.1B In Assets From TD Ameritrade, Geneos

by FA Staff

CG Advisor Network has 74 advisors who serve clients nationwide.

Beacon Pointe Acquires $1B RIA Based In New York, Long Island

by FA Staff

YorkBridge Wealth Partners was founded by Carrie Gallaway and Andrew Stern in 2016.

Economic Uncertainty Is Changing RIA M&A Marketplace, Execs Say

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Second-tier sellers now have to work harder to attract a good price, they said.

$1B First Republic Team Moves To RBC In California

by FA Staff

The Todd Halbrook and Adam MacDonald Wealth Management Group includes a trio of veteran advisors.

EP Wealth Expands East Coast Footprint With Purchase Of Philly-Area Firm

by FA Staff

Lehman & DeRafelo is EP Wealth's fifth East Coast acquisition. It has more than $1 billion in AUM.

Orion Updates Custom Indexing For Independent Financial Advisors

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Orion Updates Custom Indexing For Independent Financial Advisors Orion Advisor Solutions, the Omaha, Neb...

N.J. Multifamily Office Gets Equity Investment To Pursue National Branding

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Pathstone received a second injection of funding to fuel its growth strategy.

Mariner Puts Down South Carolina Footprint With $221M Goldfinch Acquisition

by FA Staff

Goldfinch Wealth Management, headed by a former Olympian, is Mariner's fourth 2023 acquisition.

Carson Group Buys $500 AUM Firm In Louisiana

by FA Staff

The addition of the Shobe Financial Group expands Carson's footprint in Baton Rouge.

CAPTRUST Expands In Texas With Acquisition Of $5.8B AUM Firm

by FA Staff

Monroe Vos Consulting in Houston is the first deal for CAPTRUST in 2023.

FSI Fears DOL Will Force IBDs To Become RIAs

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If DOL forces contractors to become employees, 77% of affected advisors will open RIAs or retire, report says.

LPL Advisors Can Now Off-load Accounts To Company

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LPL said its Partial Book Sales offering is designed to free up advisors to focus on their business goals.

Nuveen Now Offering Access To U.S. Middle Market Private Capital Investments

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Policyowners have more than 80 investments options to select from based on their investment style.

Too Much Of A Good Thing

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This advisor used a charitable remainder unitrust to help a client unload company stock.

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